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Vanguard Dividend Appreciation ETF

2,317 hedge funds and large institutions have $47.9B invested in Vanguard Dividend Appreciation ETF in 2024 Q4 according to their latest regulatory filings, with 320 funds opening new positions, 903 increasing their positions, 748 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

408% more first-time investments, than exits

New positions opened: 320 | Existing positions closed: 63

206% more call options, than puts

Call options by funds: $118M | Put options by funds: $38.7M

25% more capital invested

Capital invested by funds: $38.2B → $47.9B (+$9.71B)

21% more repeat investments, than reductions

Existing positions increased: 903 | Existing positions reduced: 748

13% more funds holding in top 10

Funds holding in top 10: 245278 (+33)

10% more funds holding

Funds holding: 2,1022,317 (+215)

1.54% more ownership

Funds ownership: 44.44%45.98% (+1.5%)

Holders
2,317
Holders Change
+215
Holders Change %
+10.23%
% of All Funds
30.51%
Holding in Top 10
278
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+13.47%
% of All Funds
3.66%
New
320
Increased
903
Reduced
748
Closed
63
Calls
$118M
Puts
$38.7M
Net Calls
+$79.7M
Net Calls Change
+$46.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
351
Harbour Investments
Wisconsin
$10.9M +$1.01M +5,062 +10%
MFG
352
Merit Financial Group
Georgia
$10.9M -$337K -1,690 -3%
TWC
353
TD Waterhouse Canada
Ontario, Canada
$10.9M +$738K +3,696 +7%
SFS
354
Security Financial Services
Indiana
$10.8M -$331K -1,660 -3%
CIA
355
Capital Investment Advisors
Georgia
$10.8M +$300K +1,504 +3%
AQR Capital Management
356
AQR Capital Management
Connecticut
$10.7M +$5.22M +26,165 +92%
GWM
357
Global Wealth Management
New Jersey
$10.7M +$36.3K +182 +0.3%
SB
358
Strategic Blueprint
Georgia
$10.6M +$466K +2,334 +5%
EWM
359
Evergreen Wealth Management
Michigan
$10.6M -$93.4K -468 -0.9%
SCA
360
Sandy Cove Advisors
Massachusetts
$10.5M +$227K +1,135 +2%
WLIM
361
White Lighthouse Investment Management
Massachusetts
$10.5M -$524K -2,624 -5%
SWA
362
Stratos Wealth Advisors
Ohio
$10.5M -$882K -4,420 -8%
PWM
363
Peterson Wealth Management
Nevada
$10.4M +$754K +3,777 +8%
MWM
364
Mascoma Wealth Management
New Hampshire
$10.4M -$252K -1,263 -2%
BFO
365
Boston Family Office
Massachusetts
$10.4M +$626K +3,137 +6%
FAIM
366
Financial Advocates Investment Management
Washington
$10.4M +$2.14M +10,706 +25%
WA1
367
Wimmer Associates 1
California
$10.4M -$184K -924 -2%
IA
368
IFP Advisors
Florida
$10.4M +$55.1K +276 +0.5%
SCM
369
Sebold Capital Management
Illinois
$10.4M -$124K -619 -1%
ICMP
370
Integrated Capital Management (Pennsylvania)
Pennsylvania
$10.4M -$109K -545 -1%
TNB
371
Thomasville National Bank
Georgia
$10.3M +$86.7K +434 +0.8%
VM
372
VPR Management
Texas
$10.3M -$15.3M -76,800 -59%
CPWA
373
Cerro Pacific Wealth Advisors
California
$10.3M -$409K -2,050 -4%
RWA
374
Rooted Wealth Advisors
Illinois
$10.2M +$1.15M +5,760 +12%
BIA
375
Bigelow Investment Advisors
Maine
$10.2M +$117K +588 +1%

VIG Hedge Fund Activity: Q4 2024 in Review

2,317 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q4 2024, worth a combined $47.9B — up 25% from $38.2B a quarter earlier.

Buyers outnumbered sellers: 320 funds opened new VIG positions and 63 closed out — a net gain of 257 holders — while 903 added to existing stakes and 748 trimmed.

The largest buyer was Bank of America, adding an estimated $720M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $106M sold.

  • 2,317 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q4 2024, up from 2,102 in Q3 2024.
  • Funds reported $47.9B of Vanguard Dividend Appreciation ETF stock for Q4 2024, up 25% quarter-over-quarter.
  • 320 funds opened new Vanguard Dividend Appreciation ETF positions in Q4 2024 and 63 closed out, a net change of +257 holders.
  • The largest Vanguard Dividend Appreciation ETF buyer in Q4 2024 was Bank of America, an estimated $720M added.
  • The largest Vanguard Dividend Appreciation ETF seller in Q4 2024 was Lincoln National Corp, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2024.